IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$22.9M
3
+$21.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.9M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.53M

Top Sells

1
+$16.1M
2
+$14.6M
3
+$14.4M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$14.4M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$12.6M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.1%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.87M 0.37%
74,855
-629
52
$4.75M 0.36%
168,048
-3,760
53
$4.74M 0.36%
34,777
+346
54
$4.72M 0.36%
74,211
-30,326
55
$4.64M 0.35%
30,342
+375
56
$4.52M 0.34%
20,390
+824
57
$4.46M 0.34%
47,014
-163
58
$4.43M 0.34%
19,927
+3,872
59
$4.41M 0.33%
56,441
-959
60
$4.4M 0.33%
123,668
+25,655
61
$4.3M 0.33%
22,442
+36
62
$4.24M 0.32%
60,180
+2,873
63
$4.23M 0.32%
27,736
-1,244
64
$4.07M 0.31%
22,969
+2,225
65
$4.05M 0.31%
26,132
+3,353
66
$4.02M 0.3%
9,658
+57
67
$3.94M 0.3%
6,838
+349
68
$3.93M 0.3%
21,255
-5,928
69
$3.9M 0.3%
22,154
+844
70
$3.86M 0.29%
38,042
-11,963
71
$3.85M 0.29%
168,116
+3,191
72
$3.83M 0.29%
12,803
+379
73
$3.83M 0.29%
43,420
+15,068
74
$3.75M 0.28%
36,381
-5,594
75
$3.68M 0.28%
13,259
-1,362
1 2
3
4 5